Portfolio Management

CFA Level I — Exam Weight: 8-12%

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3 learning modules covering 8-12% of the CFA Level I exam.

8 essential formulas for Portfolio Management.

U = E(R) - ½ × A × σ²

A = risk aversion (A>0: risk-averse)

E(Rᶜ) = Rᶠ + [E(Rₚ)-Rᶠ]/σₚ × σᶜ

Slope = Sharpe ratio

σ²ₚ = w²ₐσ²ₐ + w²_bσ²_b + 2wₐw_bρσₐσ_b

Diversification when ρ < 1

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